Thank you for working with United Benefit Pensions Inc. The best way for UB Pensions to create the Plan Design is by completing and emailing a census to us. We need: Name; Date of Birth; Date of Hire; Compensation and please indicate who we are trying to benefit and any employees that work under 1000 hours. Any format is fine and we have attached a pdf and excel from that can be used.
For new business, please contact:
Paul Carmichael, President, 631-622-3170 X309 or firstname.lastname@example.org
Jason Evert, Senior Account Executive, 631-622-3170 X305 or email@example.com
Paul or Jason will be glad to review the best design and the process of implementing or transferring a Plan with UB Pensions. We will be glad to participate in any conference calls and client meetings.